Ship To Window

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Clicking on the Add or Edit button on the Ship To Code Glossary Window or Ship To Code Search Window will open the Ship To Window.  This window is used to enter shipping addresses to be used on purchase orders.  These codes can be assigned to Components in a Project and to the Project itself.  When entering Components into a Project, the system will use the default ship to as indicated on the Project Window unless you specify a different Ship To code for that particular Component.

 

To add an entry, click the Add Button and input the required information.  To edit an entry, click the Edit Button and alter the information as necessary.  To change the designated Ship To code, you must delete the entire entry and add a new entry.  See the Delete function on the Ship To Code Glossary Window.

 

ship to window

Ship To Code: Assign a code of up to five characters.  Characters may be letters and/or numbers.

 

Type: Ship To Codes can be categorized using the Type selection in any manner you see fit. You can add a new Type, "Client Site" for example, simply by entering it into Type field. After doing so, the "Client Site" selection will be available for all new Ship To Codes.

 

Name: Enter the Ship To name in this field. You can type up to 40 characters.  This is the name that will appear on Purchase Orders for this Ship To.

 

Sort: The sort selection allows you to decide the alphabetical "order" in which you want to display the Ship To name on the glossary and certain reports. "Company" will display the name exactly as it appears in the name field.  For instance, if the Ship To name is "US Freight", the Company selection will display the name exactly as "US Freight".  When "Name" is selected, Design Manager will attempt to reconfigure the name with the surname of the individual before the first name.  In this case, if the Ship To name is "John Smith", the name will be displayed as "Smith, John".  "Manual" allows to configure the sort order of the name in any manner you wish.

 

Address: Enter the Ship To address, including city, state and zip code.

 

E-mail: Enter the Ship To E-mail address.

 

Contact: Enter any additional Ship To contact names in this field.  This field can be left blank.

 

Phone/Fax: Enter the Ship To phone/fax numbers in this field.

 

Inactive: If a Ship To has been included on a Purchase Order or is being used on a Component, but you no longer want to use the ship to for future business, you can mark the Ship To Inactive.  If this box is checked, the Ship To will not appear in the Ship To Glossary nor on certain reports.  To reopen an Inactive Ship To, click the Show Inactive option on the Ship To Glossary Window, edit the Ship To, and unselect the Inactive option.